![George Morgan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. George Morgan is an Investment Consultant at Smith Hayes Financial Services Corp.
He joined Smith Hayes Advisers in 2002 when they merged with Kirkpatrick Petttis.
He first entered the financial services industry in 1978.
His experience as an economist provides Mr. Morgan with an extensive knowledge of the relationship between economic and stock trends.
Mr. Morgan grew up in San Diego, California.
He completed his undergraduate work at San Diego University and his graduate work in economics at Purdue University.
Following graduation, Mr. Morgan spent eleven years as a University professor and Director of an economics research center.
Ehemalige bekannte Positionen von George Morgan
| Unternehmen | Position | Ende |
|---|---|---|
SMITH HAYES Advisers, Inc.
 SMITH HAYES Advisers, Inc. Investment ManagersFinance SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products. | Portfolio Manager-Aktien | 31.05.2010 |
SMITH HAYES Financial Services Corp.
 SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Kirkpatrick Pettis Investment Management, Inc.
 Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance KPIM's analyst/portfolio managers use a rational, business-like approach to selecting and evaluating companies for inclusion in a portfolio. Their research is on companies expected to earn a high return on capital, that can generate good long-term growth, are run by shareholder-minded managements and sell at attractive prices. For most clients, they view fixed-income investments as a source of income and relative price stability compared to stocks. Depending on the risk tolerances, liquidity needs and tax situation of the client, they select from such issues as U.S. government bonds, investment-grade corporates and municipal obligations. They often structure bond investments so that a roughly equivalent dollar amount matures each year. KPIM seeks to control credit risk through proprietary credit analysis and interest rate risk through constraints on the duration of bonds selected for investment. As with their equity management service, they construct fixed-income and balanced portfolios with the client's goals and risk preferences in mind. | Corporate Officer/Principal | - |
Ausbildung von George Morgan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
15
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Kirkpatrick Pettis Investment Management, Inc.
Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance KPIM's analyst/portfolio managers use a rational, business-like approach to selecting and evaluating companies for inclusion in a portfolio. Their research is on companies expected to earn a high return on capital, that can generate good long-term growth, are run by shareholder-minded managements and sell at attractive prices. For most clients, they view fixed-income investments as a source of income and relative price stability compared to stocks. Depending on the risk tolerances, liquidity needs and tax situation of the client, they select from such issues as U.S. government bonds, investment-grade corporates and municipal obligations. They often structure bond investments so that a roughly equivalent dollar amount matures each year. KPIM seeks to control credit risk through proprietary credit analysis and interest rate risk through constraints on the duration of bonds selected for investment. As with their equity management service, they construct fixed-income and balanced portfolios with the client's goals and risk preferences in mind. | Finance |
SMITH HAYES Advisers, Inc.
SMITH HAYES Advisers, Inc. Investment ManagersFinance SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products. | Finance |
SMITH HAYES Financial Services Corp.
SMITH HAYES Financial Services Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
